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Fundamental

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Integrated investment management software optimizing strategies for wealth managers.

Overview

Fundamental is a company that offers an integrated investment management software solution aimed at wealth managers and investment companies in Southern Africa. The platform incorporates technology such as artificial intelligence and machine learning to assist in optimizing investment strategies and improving client outcomes. It provides real-time analytics and insights related to asset allocation and performance metrics, allowing wealth managers to customize portfolios according to individual client profiles and objectives. The software supports integration with custodians, trading platforms, and financial data providers via APIs, which contributes to a comprehensive overview of client assets. This solution is designed to meet the demand for a technology-driven approach in investment management.

Key facts

Founded
2003

Business model

Contact

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About Fundamental

What does Fundamental do?

Fundamental is a company that offers an integrated investment management software solution aimed at wealth managers and investment companies in Southern Africa.

Where is Fundamental headquartered?

Fundamental is headquartered in Cape Town, South Africa.

When was Fundamental founded?

Fundamental was founded in 2003.

Which sector is Fundamental in?

Fundamental operates in Wealth Technology, part of Financial Technology.

Who are Fundamental's competitors?

Companies similar to Fundamental include Infinite Investment Systems, Swiss-Rev, and FA Solutions.